HNWAG
High Net Worth Advisory Group’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Buy |
25,154
+2,861
| +13% | +$280K | 0.65% | 42 |
|
|
2025
Q1 | $1.96M | Buy |
22,293
+476
| +2% | +$41.8K | 0.55% | 46 |
|
|
2024
Q4 | $1.97M | Sell |
21,817
-2,179
| -9% | -$197K | 0.55% | 46 |
|
|
2024
Q3 | $1.94M | Buy |
23,996
+70
| +0.3% | +$5.65K | 0.53% | 45 |
|
|
2024
Q2 | $1.62M | Buy |
23,926
+1,469
| +7% | +$99.5K | 0.49% | 53 |
|
|
2024
Q1 | $1.35M | Buy |
22,457
+15,322
| +215% | +$922K | 0.43% | 56 |
|
|
2023
Q4 | $1.12M | Buy |
7,135
+573
| +9% | +$90.3K | 0.42% | 58 |
|
|
2023
Q3 | $1.05M | Buy |
6,562
+235
| +4% | +$37.6K | 0.42% | 62 |
|
|
2023
Q2 | $995K | Sell |
6,327
-81
| -1% | -$12.7K | 0.39% | 64 |
|
|
2023
Q1 | $945K | Buy |
6,408
+250
| +4% | +$36.9K | 0.39% | 65 |
|
|
2022
Q4 | $873K | Sell |
6,158
-810
| -12% | -$115K | 0.34% | 71 |
|
|
2022
Q3 | $904K | Buy |
6,968
+475
| +7% | +$61.6K | 0.39% | 63 |
|
|
2022
Q2 | $789K | Sell |
6,493
-599
| -8% | -$72.8K | 0.33% | 73 |
|
|
2022
Q1 | $1.06M | Hold |
7,092
| – | – | 0.38% | 63 |
|
|
2021
Q4 | $1.03M | Buy |
+7,092
| New | +$1.03M | 0.36% | 63 |
|